Should be able to stop them from printing when no data is required here.

As far as I can see now - the company name, address & phone number set in Settings>Payment & Invoices>Bank transfer - seller properties - are OK printed on the invoice, what is not shown there is bank name & phone if the other bank fields are not filled in.. Please advise if you find it possible & important from the business point of view to be able to send invoices with bank name only, but not exact account number details, etc - which seem to be necessary to make the payment. If you can give an example - we'll be happy to know you argumentation. Thanks!

Quote

My other problem is on the Company/Contact details when entered on the invoice do not always print out the full address and contact details.

I do observe the same system behavior, we'll have a closer look at this issue. Thanks for reporting.

I am having a similar issue, when I go to Payments and Invoices and add a new template, every time it changes its fields with no logical reason. When the system produce pdf files, it is as well varying from time to time. One time it does show the bank details and the other time it does not. I would really appreciate if you can look into this fault and provide a solution.

This is still an issue. Is this anything you are trying to fix? I would love for my customer's information to be on the quotes. We will for sure not be purchasing this if we can't even enter our customers information on a quote/invoice.

I have now spent the best part of half a day trying to work around the un-intuitive setup for adding the information for my own company, then trying to work out how it is supposed to be pushed to the invoicing form.

Now seeing users have been struggling with this since 2014. $5000 dollars does not seem such a good investment after all.

Which is a shame, seems you had a great product but don't have the right setup to keep it moving forward.

Hi everyone.I just started to use a free version of betrix24. I am already on it like 2 days with some basic setup. I have read your comments and I finally managed to get the banking data on the invoice. But is wrong. I only need have printed on the invoice the bank name and account number, I dont need and it looks stupid here in New Zealand to put there Iban, Swift and phone nuber for bank ? but I just cant find the way how to make it so that only the bank name and account number is visible. If I make the other lines blank, than again all desapear from the invoice.So I dont know. Any solutions? Or should I just look for another crm system?Thanks.Jozef

it's now 7 months after the last post on this thread and I too have been spending days trying to get basics like invoicing setup to test.

has the really basic parts of being able to have our own business information on an invoice not being able to be updated really something that can't be solved after years of people reporting this same problem? Surely this must affect all users?

Hi Yana, is this problem solved now or when is this problem getting solved. We really need to add the correct bank details with sort code etc. to the invoice and quote. Also order nr. are vital for standard invoices. If this is not getting solved soon we have no other option to look out for another CRM

I found this thread after 2 days of painstaking work on invoice settings. Kind of relief that I am not the stupid one but disappointment that the basic things to meet legal requirements in respective countries has not been integrated.As the banking details work poorly I found a workaround through seller address fields (collapse some + add the bank info in them).Might this help someone.